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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,905 | $183,516-87.0% | $155,534-84.6% | $145,884-83.6% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 58.89% | 61.43%-2.5pp | 64.92%-6.0pp | 551.85%-493.0pp |
| Employer contribution / active EE | $1,960 | $5,315-63.1% | $4,675-58.1% | $4,662-58.0% |
| Participant deferral / active EE | $2,773 | $6,467-57.1% | $5,630-50.7% | $6,690-58.5% |
| Admin fee / account holder | $21 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |